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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $1,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,597 | $25,302-81.8% | $74,723-93.8% | $67,582-93.2% |
| Participation rate | 21.3% | 37.8%-16.5pp | 54.5%-33.2pp | 71.3%-50.0pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.18%-753.2pp | 378.57%-378.6pp |
| Employer contribution / active EE | $328 | $446-26.5% | $1,084-69.7% | $2,148-84.7% |
| Participant deferral / active EE | $580 | $954-39.2% | $1,962-70.4% | $3,539-83.6% |
| Admin fee / account holder | $21 | $108-80.4% | $3,335-99.4% | $142-85.1% |